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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $42,667 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $35,000 |
FRIEDMAN & ANSPACH2 years Service code 29 · EIN 13-3406575 | Legal | $34,905 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,000 |
DAHAB ASSOCIATES3+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
RWDSU/UFCW LOCAL 3382 years Service code 50 · EIN 13-1215100 | Direct Payment | $11,900 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $11,350 |
LOCAL 338 H&W FUND2 years Service code 50 · EIN 13-2980858 | Direct Payment | $6,050 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,008 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 11.43% | 10.73%+0.7pp | 337.46%-326.0pp | 10.21%+1.2pp |
| Employer contribution / active EE | $3,206 | $31,543-89.8% | $20,191-84.1% | $42,272-92.4% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |